Rollover A Client?

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  • taxea
    replied
    Originally posted by ChEAr$
    If was kinda thinking rollover a client meant turning him in to IRS. (grin
    I like the way you think. With my background I would have thought the same thing.

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  • taxxcpa
    replied
    I thought Rollover was a kind of IRA.

    Seriously, it was probably used in the context of "rolling over" information like the client's name, address, SSN, and forms used the prior year including the EI Numbers on W-2s, 1099s,etc.

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  • ChEAr$
    replied
    If was kinda thinking rollover a client meant turning him in to IRS. (grin

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  • JSLATER
    replied
    If you mean ATX instead of ATS, this is the term ATX uses for bringing last years client information into the new tax year.

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  • zeros
    started a topic Rollover A Client?

    Rollover A Client?

    On another website (ATS) it mentions this term, "rollover." Excuse my ignorance, but what is meant by this?
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